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OpenAI IPO likely won't wait until 2027 says analyst
Reuters Videos66d agoneutralVIDEO
OpenAI IPO likely won't wait until 2027 says analyst

<body><p>STORY: "I still think that they're going to be scheduled to release their stock and do an IPO later on this year in 2026. I don't see why not. The conditions are real good right now. The banks want to get paid," said Lang.</p><p>Lang said SpaceX's strong IPO and upcoming addition to the Nasdaq 100 on July 7 could encourage other high-profile AI companies, including Anthropic and OpenAI, to move toward public listings.</p><p>He said investor demand for SpaceX remains strong, with funds likely to keep buying as index-related demand increases.</p><p>The New York Times reported last week that OpenAI was considering delaying its IPO until 2027, citing people involved in the company's deliberations. Reuters has reported the company is targeting a valuation of up to $1 trillion.</p><p>According to the NYT, advisers presented OpenAI executives with the option of waiting until 2027 to seek a $1 trillion valuation or accepting a lower valuation for a quicker listing. CEO Sam Altman said any change to the trillion-dollar target was a non-starter.</p></body>

Pitchbook66d agobullish
Charter bonds surge on SpaceX deal chatter, Comcast spinoff news

Bonds backing Charter Communications popped this morning, buoyed by reports of a potential mobile phone partnership with SpaceX as well as the revelation that rival Comcast Corp. plans to split into two publicly traded companies. Charter stock surged after Bloomberg reported that the company is in discussions to route some phone traffic through SpaceX’s direct-to-cell service, which SpaceX already operates in partnership with T-Mobile. This would enable Charter to pivot from its massive and cost

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.67d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Missed the Historic SpaceX IPO? 1 Reason Why SPCX Is Still a Screaming Buy
24/7 Wall St.67d agoneutral
Missed the Historic SpaceX IPO? 1 Reason Why SPCX Is Still a Screaming Buy

SpaceX (NASDAQ:SPCX) went public on Nasdaq on June 12, 2026 in a roughly $75 billion offering, ran to a peak of $225.64 on June 16, then gave back about 18% on the week to land near $147 to $148 by June 23 to 26. As of this morning SpaceX is trading at $155. If you ... Missed the Historic SpaceX IPO? 1 Reason Why SPCX Is Still a Screaming Buy

Factbox-Comcast spinoff latest in wave of US media shakeups
Reuters67d agoneutral
Factbox-Comcast spinoff latest in wave of US media shakeups

Comcast's decision to spin off its NBCUniversal and Sky businesses marks the latest ‌effort by a major U.S. entertainment company to ‌separate or reshape legacy television assets as cord-cutting accelerates and streaming ​upends the industry. The move follows years of sweeping strategic overhauls across the sector, with companies pursuing mergers, breakups, asset sales and lowered spending to sharpen focus and compete ‌more effectively in ⁠an increasingly digital media landscape.

Comcast to split cable business from media through NBCUniversal, Sky spinoff
Reuters67d agoneutral
Comcast to split cable business from media through NBCUniversal, Sky spinoff

Comcast will split into two publicly traded companies through a spinoff of NBCUniversal and Sky, separating its ‌cash-generating broadband arm from a media and entertainment business ‌under pressure from streaming rivals and industry consolidation. The latest U.S. media industry shake-up follows years of cord-cutting as legacy players chase scale to better compete with Netflix while Paramount Skydance's $110 billion deal for Warner Bros Discovery is ‌set to boost competition. Comcast, ⁠which leans on cable for much of its cash flow, is also losing broadband customers to fixed wireless ⁠offerings from T-Mobile and Verizon and to fiber rivals building out networks.